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Learning path · Basic

Accounting and finance

Working safely and efficiently with AI and data in accounting and finance.

4 courses · approximately 12 weeks

Based on 10 minutes a day, 5 days a week. Only existing lessons count.

Curriculum

  1. Joiners use an AI assistant together in their workshop.

    1.AI in the workplace

    4 lessons · 36 minutes

    • What actually is AI?8 min
    • Where can AI save you time?9 min
    • Writing good prompts10 min
    • Limits and responsibility9 min
    View the course
  2. A small business team works with three different types of assistant.

    2.AI assistants for your job

    47 lessons · 470 minutes

    • What an AI assistant is and is not10 min
    • ChatGPT, Claude and Copilot: which to use for what10 min
    • Your first conversation10 min
    • Working with files, photos and speech10 min
    • Habits for reliable answers10 min
    • Beginner mistakes that waste time10 min
    • Why a good question makes the difference10 min
    • The four ingredients: role, context, task, format10 min
    • Providing business context without sensitive data10 min
    • Asking for the right format10 min
    • Improve rather than start again10 min
    • Save what works10 min
    • What information must never go into an AI tool10 min
    • GDPR and customer data in practice10 min
    • Company settings and business accounts10 min
    • Checking for errors and fabricated information10 min
    • A simple AI policy for your business10 min
    • Write and reply to emails faster · Coming soon10 min
    • Summarising long documents · Coming soon10 min
    • Preparing meetings and writing minutes · Coming soon10 min
    • Research without getting sidetracked · Coming soon10 min
    • Understanding and explaining figures in Excel · Coming soon10 min
    • Writing in your own voice · Coming soon10 min
    • Your daily AI routine · Coming soon10 min
    • Projects and custom assistants: when and why · Coming soon10 min
    • Create a project · Coming soon10 min
    • Giving fixed instructions · Coming soon10 min
    • Adding your own documents · Coming soon10 min
    • Connecting to Outlook, Teams or Drive · Coming soon10 min
    • Maintaining and sharing with colleagues · Coming soon10 min
    • From a one-off prompt to an established way of working · Coming soon10 min
    • Describe a procedure step by step · Coming soon10 min
    • Recording inputs and outputs · Coming soon10 min
    • Test before you trust it · Coming soon10 min
    • A set of working practices for your role · Coming soon10 min
    • Building a presentation · Coming soon10 min
    • Creating a quotation or brochure · Coming soon10 min
    • A simple page or form without code · Coming soon10 min
    • Having a small tool built · Coming soon10 min
    • Having errors corrected · Coming soon10 min
    • Share the result with your team · Coming soon10 min
    • Breaking large tasks down into steps · Coming soon10 min
    • Processing long documents · Coming soon10 min
    • Requesting structured output · Coming soon10 min
    • Quality and fact-checking · Coming soon10 min
    • Keeping a human in the loop · Coming soon10 min
    • Using AI across your team · Coming soon10 min
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  3. An employee stores data securely in a healthcare practice.

    3.GDPR basics

    4 lessons · 38 minutes

    • What is personal data?9 min
    • When may you process data?10 min
    • People's rights9 min
    • Data breach: what now?10 min
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  4. Garage staff spot a suspicious email.

    4.Cybersecurity basics

    4 lessons · 35 minutes

    • Recognising phishing9 min
    • Strong passwords and 2FA9 min
    • Protecting your devices8 min
    • What to do in an incident?9 min
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